Dan

stuff

[Dan @BrookfieldBets]

@DevotedDividend May I ask why you decided to opt with a focus on dividends first? I appreciate it’s personal finance, but just curious

[Dan @BrookfieldBets]

5. Supply chains, permitting, and local opposition could limit deployment, with 90% of queued power being renewables facing delays.

[Dan @BrookfieldBets]

Energy Supply for AI: Current Landscape and Future Outlook - 🧵

1. AI’s rapid growth is supercharging energy demand, particularly for data centers that power training and inference tasks.

Globally, data centers consumed 240-340 TWh in 2022 (1-1.3% of total electricity), but projections show explosive scaling: 1,000 TWh by 2030 and 3,700 TWh by 2050 in high-growth scenarios. In the U.S., AI data centers could require 68 GW by 2027—nearly California’s total capacity—and account for 50% of electricity growth through 2030.

$BN $BEP $BIP $IREN $TSLA

[Dan @BrookfieldBets]

4. Grid and Storage: U.S. utilities like We Energies plan 20% capacity hikes by 2029. Battery storage is surging, with $34.3B market by 2030 (18.2% CAGR).

$BN $TSLA

[Dan @BrookfieldBets]

Brookfield Corporation and Berkshire Hathaway are often compared as “value compounding machines,” with $BN dubbed “Canada’s Berkshire” by fans like Bill Ackman. Both are diversified holding companies that acquire undervalued assets, recycle capital, and prioritize long-term returns

$BN vs. $BRK.B: At $45.42, is $BN a solid match for Berkshire’s $490?

Which would you pick long-term?

[Dan @BrookfieldBets]

@HoopMixOnly He’s good, just 3 steps there

[Dan @BrookfieldBets]

@crushergolf Apologies I posted a correction to this.

[Dan @BrookfieldBets]

Bruce Flatt’s Leadership at Brookfield $BN: A Value-Driven Empire Builder 🧵

[Dan @BrookfieldBets]

Sorry a correction there. Apologies everyone

Bruce Flatt does not personally own 20% of Brookfield Corporation ($BN) in terms of direct share ownership that’s more like 2-3million shares.

However, the 20% figure refers to his stake (and that of other senior management) in Partners Limited, a private entity that holds a significant portion of Brookfield’s voting shares. Specifically, Flatt, alongside other Brookfield insiders, is part of a group that collectively controls about 20% of Brookfield Corporation’s voting stock through Partners Limited

[Dan @BrookfieldBets]

5. Flatt’s mantra: “Never put yourself in a situation where you have to sell something in an environment where you should be buying.”

He owns 20% of Brookfield via Partners Limited

[Dan @BrookfieldBets]

@Hilbe Love the R3

[Dan @BrookfieldBets]

Worth a listen
$BN $BAM $BEP $BIP

Full episode here - The World’s Best Investor? Bruce Flatt’s Unpopular Rule that Built a Trillion $ Empire

https://t.co/inP2Zf1mo7

@TKPPodcast

[The Knowledge Project Clips @TKPPodcast]

Bruce Flatt, CEO of Brookfield Asset Management, on why 19% returns for 30 years beats chasing home runs:⁣
⁣
"Success in investing isn't about making a lot of money in a short period of time. It's about earning reasonable returns over very long periods of time."

[Dan @BrookfieldBets]

6. In a deglobalizing world, Flatt’s betting big on digitalization and energy transition. If his 19% streak holds, $BN could hit $146/share pre-split by 2030.

Link to the podcast episode - The World’s Best Investor? Bruce Flatt’s Unpopular Rule that Built a Trillion $ Empire

https://t.co/az6PQh02GE

[Dan @BrookfieldBets]

$BN been a compounding beast—19% annualized returns for 30 yrs! Trading at ~10x FCF. Is $BN undervalued at $63 CAD / $45 USD?